What Is an Analytic Snapshot?

Analytic snapshots allow users to run reports and save the report results as records on custom objects. Unlike reports, users can schedule analytic snapshots to summarize data at specific times, and work with the summarized data similarly to how they work with other records in Salesforce.

Advantage of using analytic snapshots include:

  • Running faster reports by reporting on data that is already summarized
  • Creating dashboards that refresh quickly by associating them with pre-summarized data
  • Sorting and filtering specific data summaries via list views
  • Viewing trends in data via custom object records

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2x Salesforce MVP | Platform Champion | 18x Salesforce Certified | MuleSoft Certified | 8x Trailhead Ranger | TechForce Services | Sydney | Australia

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